How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International.

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Presentation transcript:

How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International Business Consortium Inc. Jeffrey Lam VP, Project Development International Business Consortium Inc.

Our Scenario

Our Mindset for Family Office Our Model Founder's Entrepreneurial Capacity Family Seed/Hybrid Capital ($1M) Mega Return ($100M+ in 5 years) Conventional Invest Family Wealth Conventional Return Pay Fees Pay Fees & Share Return ($..M) Induct Founder's Entrepreneurial Capacity to Originate

1. Little Investment, Mega ROI 2. Little Risk 3. Tax Planning Through Philanthropy 4. Succession of Founder‘s Intellectual Wealth 5. Succession of Social Wealth Through Goodwill Benefits of Our Model High Return, Low Risk, Philanthropy & Succession Coming Together

SE Deal Making Process Intellectual Acquisition of Asset Attract JV Partners Attract Financial Partners Intellectual Value Creation 1% Financial Seed/Hybrid Capital ($1M) Mega Return ($100M+) S ocial Partnership - Add social dimensions to asset e.g. Government Hospital University UN Childcare E ntrepreneurial Integration - Add business dimensions to asset e.g. Wellness Retail Entertainment Senior homes Residential 99% Intellectual Social Capital & Goodwill Payback + profit at first stage

Family Office Model Education Intellectual Empowerment of Family Experience of Founder Venture Financing Unsecured Loan 2. SUCCESSION PLANNING Network 1. WEALTH PRESERVATION OBJECTIVES FUNDING Social Entrepreneurship Fund Wealth Creation Seed Capital Mega Return Social Partnership Endowment Apprenticeship 3. PHILANTHROPY

Firoz Shroff Jeffrey Lam Office #: ** You can also find this slide on the event CD. The presentation video will be available at request. SHARING And Q & A "Wealth is when small efforts produce big socioeconomic results which we can share. Poverty is when big efforts produce small socioeconomic results with nothing to share." - Firoz Shroff